Dashboard - outstanding refunds

The Outstanding Refunds widget on the Property Management Dashboard shows the number of tenancies with outstanding refunds. You're able to view and remove all outstanding refunds, i.e. all refunds that remain pending.

Outstanding Refunds can either be returned or deleted. 

This article includes: 

Return an outstanding refund

  1. Click the Home screen tab on the main toolbar
  2. Click Property Management Dashboard on the Home screen side menu
  3. Scroll down to view the Outstanding Refunds widget. To see the list, click the displayed number of Outstanding Refunds
  4. In the Outstanding Refunds window, click the relevant row that you wish to refund
  5. The Refunds for window opens. Check the amount that's in the Total To Refund and then select a Refund Type from the dropdown menu
  6. Depending on whether a deposit or a fee is being returned, select the correct account the refund is to be paid from, using the Refund from Client Account dropdown menu
  7. Click Update
  8. Click Close

The outstanding refund no longer shows in the widget.

Delete an outstanding refund

  1. Click the Home screen tab on the main toolbar
  2. Click Property Management Dashboard on the Home screen side menu
  3. Scroll down to view the Outstanding Refunds widget. To see the list, click the displayed number of Outstanding Refunds
  4. In the Outstanding Refunds window, click the relevant row that that relates to the outstanding refund you want to delete
  5. The Refunds for window opens. Click Edit
  6. Click Delete Refund
  7. Click Yes to confirm that you want to delete the refund
  8. Click Close

The outstanding refund no longer shows in the widget.

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